The Institute of Chartered Accountants in England and Wales (ICAEW) has launched a new category within its technology accreditation scheme, focusing on client communications.
Launched in the Channel Islands, ClientWindow is the first solution to achieve accreditation in this category.
It is a communications platform that integrates WhatsApp and WeChat with email, ensuring compliant client communications.
This platform is said to be particularly beneficial for accountants, as it can integrate WhatsApp conversations with industry software such as Hubdoc, Dext, Apron, and AutoEntry.
The ICAEW technology accreditation scheme assures firms that accredited products meet required standards in quality, security, and functionality.
The scheme involves an evaluation process that assesses solutions for regulatory compliance, data security, user experience, and industry adaptability.
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By GlobalDataThis enables firms to adopt innovations that enhance client service and operational efficiency.
ClientWindow was developed by chartered accountants David Moehle and Tim Zeale.
The platform was designed to bridge the gap between client expectations for instant messaging and the regulatory demands for data retention in financial services.
ClientWindow co-founder Tim Zeale said: “This accreditation assures our clients that they can communicate effectively with their clients through a platform that not only facilitates real-time messaging but also upholds the highest standards of client communications and regulatory compliance.”
ICAEW Technology Accreditation Scheme manager Craig McLellan said: “We are delighted that ClientWindow has been accredited by the ICAEW.
“It is important that we continue to give members the ability to review independently evaluated software that embraces the rapid changes in technology which is reshaping the finance and accountancy markets.”
In other news, in August 2024, representatives from caba, the occupational charity for ICAEW members and their families, met with ICAEW CEO Alan Vallance.
The meeting aimed to develop the partnership between the two organisations and enhance the support available to the ICAEW community.
